HSBC Small Cap Equity Fund Direct

Scheme Type
Open-ended
Scheme Category
Small-Cap
Benchmark Type
S&P BSE Mid Cap
Scheme AUM (in Crs.)
₹ 738.22
Expense Ratio
1.72%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10707
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
50.6832
(0.6 %)
NAV as on 2019-01-15
Returns
Fund
HSBC Small Cap Equity Fund Direct
1 Year
-25.91%
3 Year
10.14%
5 Year
20.18%
AMC Details
amc launch date
Launch Date
27 May 2002
amc sponsor
Sponsor
NA
amc email
Email
hsbcmf@hsbc.co.in
amc phone
Phone
022 - 66145000
amc address
Address
317, D.N. Road,Fort,, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The aim of HSBC Small Cap Equity Fund is to deliver above-benchmark returns by providing long-term capital growth from an actively managed portfolio, primarily comprising of small cap stocks. The Scheme aims to be predominantly invested in small cap equity and equity related securities and may also invest in equity and equity related securities of other than small cap companies. However, it could move a portion of its assets towards fixed income securities if the fund becomes cautious or negative on equity markets. A top down and bottom up approach will be used to invest in equity and equity related instruments. Investments will be pursued in select sectors based on the Investment Team’s analysis of business cycles, regulatory reforms, competitive advantage etc. Selective stock picking will be done from these sectors.
Suitability
To create wealth over long term.
• Investment in predominantly mid cap equity and equity related securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,563
Portfolio Value
-437
Total Returns